Email Integration for eTapestry

Melissa Carson

I am new to eTapestry and have previously used Salesforce. I am wanting to know if there is an application like Ebsta that works with eTapestry? I'm looking for a simple way to record donor communication in accounts without having a large amount of data entry. We have a growing development and volunteer team and want to make sure we aren't cross communicating and are tracking all communication. 


Ebsta is very easy to use and you and simply add email communication to an account. Any suggestions would be greatly appreciated. 


Thanks, 

Melissa 

Lisa Dixon

https://www.blackbaud.com/support/howto/coveo/etapestry/tkETAPOutlookIntegration.html


Once you do the above step it is really easy to add any email from Outlook into eTap.
Add Email from Outlook to eTapestry

When you send email from Outlook, you can automatically add the email to the constituent's record in your eTapestry database.

• To search for an eTapestry account to include as an email recipient as you compose your email, click Search eTapestry.

• To add an email to the database as you send it, click Send & Add to eTapestry to send the email.

• To add an email to the database after you have sent it, on the email, click Add to eTapestry.

Melissa Carson

Is there an intregration with gmail?

Lisa Dixon

Not sure- I don’t use gmail.  I would contact support- they will be able to tell you.

Good Luck.